POPULAR SECURITIES, LLC

HATO REY, Puerto Rico·8 registered advisors·CRD# 8096
SEC# 801-579287787-758-7400
01

Firm Overview

AUM
$2.2B
Regulatory assets under management
Employees
95
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Other: 12B-1 FEES IN MONEY MARKET PRODUCT AND REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementRetirement PlanningWealth Management
04

Advisors at POPULAR SECURITIES, LLC

8 registered advisors
Francisco Roberto Garcia Inclan
HATO REY, Puerto Rico
Gregory Kaufman
HATO REY, Puerto Rico
Jaime Antonio Toro Lavergne
HATO REY, Puerto Rico
Jose Alfredo Merheb-Emanuelli
HATO REY, Puerto Rico
Jose Joaquin Torres Ramos
HATO REY, Puerto Rico
Maria T Herrera Rodriguez
HATO REY, Puerto Rico
Marla Marie Acosta-Ashby
HATO REY, Puerto Rico
Rosa Angela Colon Ortiz
HATO REY, Puerto Rico
05

Office Locations

HATO REY, Puerto Rico
8 advisors

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Data sourced from SEC Form ADV filings. POPULAR SECURITIES, LLC (CRD# 8096) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.